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Technology Stocks : Spectrian Co. (SPCT)

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To: ForYourEyesOnly who wrote (176)8/23/1997 9:50:00 AM
From: Leo Francis   of 738
 
THC, SPCT is the world's leading Amplifier supplier. LU does buy amps from MPDI and the HP bought "distributor" I believe.

And yes, SPCT sales dwarf those of MPDI. Maybe LU buys "components" and does some assmebly, I don't know. Maybe LU is buying product from NT?-g-

I'll try to find out more, as the points you brought up have raised questions for me also. I do know though, that SPCT has been very aggressively pursuing LU.

LU also supplies many more components of the CDMA than just amplifiers, so maybe that is part of the "claim" issue you brought up.

The LGIC deal has really been impressive, as LGIC also supplies the world market. With just Northern Telecom and LGIC, SPCT's future looks bright. Now, when they start adding distribution, which they will, and further broaden its product lines, which they are, SPCT's future not only looks bright, but very profitable for shareholders!

Good Trading,jmo, LF
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